Appraisals for Estate Settlement by S&R Appraisal Service

Estate settlement is an important and sometimes stressful job. It's up to you as a trustee to carry out the wishes of a loved one as quickly and respectfully as possible. You can count on us to respond expeditiously and with as much respect to the feelings of everyone in bereavement.

Attorneys and accountants depend on our understanding when calculating real property values for estates, divorces, or other disputes requiring a value being determined for real property. There are specific needs for everyone; we are sympathetic to these necessities and are comfortable with working with all parties involved. Because of our familiarity in dealing with the legal system and different agencies, we assemble reports that always outdo all expectations.

Contact us immediately to discuss your specialized estate appraisal essentials and how we can put our knowledge to work for you.

Settling an estate commonly demands an appraisal to establish market value for the estate in question. We sympathize that in times like this, even thinking about an appraisal is the furthest thought from your mind. So, it's possible the time an appraisal is requested will not match the date of death. S&R Appraisal Service assures that we are familiar with the procedures and requirements needed by revenue services to supply a retrospective appraisal with an effective date and market value estimate matching the date your loved one passed away. The ethics provision explained within the Uniform Standards of Professional Appraisal Practice (USPAP) binds our staff to confidentiality, guaranteeing the highest degree of discretion for all parties involved.

People often forget that the IRS requires reports filed to explain the numbers involved in estate sales.

Opinions of value shown in documents filed with the IRS and California agencies absolutely should be supported by an exhaustive report as to how the appraiser arrived at his conclusions. This level of documentation will definitely demonstrate the evidence that the values presented are well-founded and accurate.

S&R Appraisal Service will provide a well-founded appraisal, which will provide an executor solid facts and figures that will exceed IRS and revenue agency requirements. You need not worry over anything, because we will be there to back up our work if they are ever refuted.

Got a Question?

Do you have a question? We can help. Simply fill out the form below and we'll contact you with the answer, with no obligation to you. We guarantee your privacy.

Your Information
Your Question